401(k) · DOL Form 5500 · 2023

Investments 276 Corporation 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$368,732
Avg per participant High balance/head
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Official DOL plan name: Properties 276 Inc 401(k) Trust · Sponsored by Investments 276 Corporation · Florida · Real Estate

$369K in assets, 1 participants

Investments 276 Corporation's Properties 276 Inc 401(k) Trust reported $369K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,182 in Real Estate (4,727 peers)

Investments 276 Corporation multi-year trail

Investments 276 Corporation's plans moved -42.6% in assets from 2022 to 2024; this filing shows Properties 276 Inc 401(k) Trust at $369K / 1 participant.

#1,182
in Real Estate (4,727 peers)
-14.6%
assets change YoY

The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Properties 276 Inc 401(k) Trust among the smaller filed plans by assets

Properties 276 Inc 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$368,732 15th percentile higher than 15% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Properties 276 Inc 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Properties 276 Inc 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Properties 276 Inc 401(k) Trust reported net income fell from $121K in the plan year 2022 filing to -$63K in the plan year 2023 filing.
  • Properties 276 Inc 401(k) Trust end-of-year assets fell from $432K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844067546 · Investments 276 Corporation PY 2023 · 401(k)

Properties 276 Inc 401(k) Trust · $369K · 1 · 15th

  • IND $369K
  • EOY 1
  • 5500 15th
  • ASSETS 401(k)
  • PCT near Summa Energy Corp 401(k) Trust
  • EIN ind #1182

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Florida →

Properties 276 Inc 401(k) Trust in the asset neighbourhood

Properties 276 Inc 401(k) TrustProperties 276 Inc 401(k) Tr…$369KSumma Energy Corp 401(k) TrustSumma Energy Corp 401(k) Tru…$369KAcclaim Professional Healthcar 401(k) Profit Sharing Plan & TrustAcclaim Professional Healthc…$369KPynq Transport, Inc. 401(k) PlanPynq Transport, Inc. 401(k) …$369KRustic Nail Properties & Investments Inc. 401(k) PlanRustic Nail Properties & Inv…$369K
End-of-year total assets ($M) among Properties 276 Inc 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investments 276 Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Investments 276 Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$248K 42.59490035115678% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.43M $0.25M ▼ -41.9%
Year Plans Participants Total Assets
2022 1 1 $432K
2023 1 1 $369K
2024 1 1 $248K

Investments 276 Corporation filing trail (2023)

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$369K
Net Income-$63K
Employer EIN844067546
Plan Effective Date2019-12-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Properties 276 Inc 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Properties 276 Inc 401(k) Trust, Total assets ($B): 0.000368732 · Participants: 1Properties 276 Inc 401(k) TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Properties 276 Inc 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Properties 276 Inc 401(k) Trust side-by-side with 3 peers →

Properties 276 Inc 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Summa Energy Corp 401(k) Trust in NJ ($369K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Properties 276 Inc 401(k) Trust assets move in 2023? ▼
Properties 276 Inc 401(k) Trust pulled back noticeably - down 14.6% during 2023, from $432K to $369K. Reported net income was -$63K.
How have Investments 276 Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investments 276 Corporation's sponsor-wide assets declined 42.6%, from $432K to $248K.
Where does Properties 276 Inc 401(k) Trust rank by assets among Form 5500 filers? ▼
Properties 276 Inc 401(k) Trust ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Properties 276 Inc 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Summa Energy Corp 401(k) Trust in NJ ($369K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Properties 276 Inc 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844067546.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.